Sr. Associate - New Accounts: Plan & Trust Team

Raymond James; Saint Petersburg, Memphis, Southfield (FL, TN, MI); Hybride; USD 42 000 - 56 000; Plein temps

Résumé du poste

Raymond James is seeking a Sr. Associate for the New Accounts: Plan & Trust Team in a hybrid-friendly schedule. In-office days are three per week at one of the locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.

The role supports client account processing, compliance, and administrative duties, with emphasis on accurate document handling, communication, and collaboration with senior colleagues.

Qualifications

• High School (HS) (Required)
• General Experience - 7 to 12 months

Responsabilités

• Answer calls and emails, directing complex inquiries to colleagues.
• Create and maintain Microsoft documents and databases for the team.
• Assist with budget entries, time tracking, and expense recording.
• Manage client service cases, including more complex inquiries.

Connaissances

Attention to detail

Customer service mindset

Communication skills

Team collaboration

Formation

High School diploma

Outils

Microsoft Office

CRM systems

Description du poste

## Sr. Associate - New Accounts: Plan & Trust TeamApply: Saint Petersburg, Florida - United States: Memphis, Tennessee - United States: Southfield, Michigan - United States: Full time: Posted Today: End Date: November 27, 2026 (17 days left to apply): R-0013366**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.**Job Description****Responsibilities** • Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. • Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. • Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses. • Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm. **Skills** • Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance. • Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically works with guidance. • Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance. • Works at an intermediate level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works with guidance.**Education**High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel****Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.